978-283-8200 | 160 Main Street, Gloucester, MA 01930 | 15 Martin Street, Essex, MA 01929 | HOURS

Investment
Services & Products


Investments

Select products and services to manage your investments
and help address your financial goals.


Advisory Services

We offer financial advisory services including


Brokerage Products & Services

Insurance

We offer Life Insurance, Juvenile Life,
Long Term Care Insurance
& Disability Income Insurance.
Plans that can help protect your family’s financial situation from the impacts of disability, long-term care expenses or death.

Call 978-675-9941 to Request a Quote


Retirement Planning

A full range of options designed to help pursue the lifestyle you desire in retirement.

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. How should you view and manage your retirement savings plan through various stages of your life? Contact our team today.


Education Planning

Strategies to help you build funds for educational expenses.


Business and Organizational Investing

Business Services: Products & Services designed with a goal to help you grow and protect the financial interests of your business and employees.

Not-for-Profit Services: Service support for Not-for-Profit organizations.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Investment advice offered through BankGloucester Investment Advisory Services. BankGloucester, BankGloucester Investment Advisory Services and BG Financial Services Group are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representative associated with this site may discuss and/or transact securities business only with residents of the following states: FL, IN, MA, ME, MO, NH, NJ, NV, NY, SC, VA